Capital Investment Advisory Services’s ActivePassive Intermediate Municipal Bond ETF APMU Stock Holding History

Capital Investment Advisory Services’s Portfolio APMU Stock Details APMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,016	Closed	-$25.5K	–	1171
2025 Q3	$25.5K	Hold	1,016	–	–	﹤0.01%	871
2025 Q2	$25.2K	Hold	1,016	–	–	﹤0.01%	845
2025 Q1	$25.1K	Buy	+1,016	New	+$25.1K	﹤0.01%	792

Other funds holding APMU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Capital Investment Advisory Services's APMU Position: Q4 2025 in Review

Capital Investment Advisory Services sold out of ActivePassive Intermediate Municipal Bond ETF (APMU) in Q4 2025, closing a stake of 1,016 shares — an estimated $25.5K sold.

Capital Investment Advisory Services first reported a position in APMU in Q1 2025 and held it in 3 quarters. The position peaked at $25.5K in Q3 2025. 21 funds tracked by Wall St. Rank hold APMU as of Q4 2025.

Capital Investment Advisory Services reported no remaining ActivePassive Intermediate Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Capital Investment Advisory Services sold 1,016 ActivePassive Intermediate Municipal Bond ETF shares in Q4 2025, an estimated $25.5K.
Capital Investment Advisory Services first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q1 2025 and held it in 3 quarters.
Capital Investment Advisory Services's ActivePassive Intermediate Municipal Bond ETF position peaked at $25.5K in Q3 2025.
21 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q4 2025.

Based on Capital Investment Advisory Services's 13F filing for Q4 2025, filed 21 Jan 2026.